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Case Studies Sample #2

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Aliquam eleifend mi in nulla posuere sollicitudin aliquam ultrices sagittis. Non odio euismod lacinia at quis risus sed. Vel elit scelerisque mauris pellentesque pulvinar pellentesque habitant morbi tristique. Consectetur lorem donec massa sapien. Eget nunc scelerisque viverra mauris in aliquam sem. Et malesuada fames ac turpis egestas integer eget. Sit amet est placerat in. Tempus iaculis urna id volutpat. Mattis vulputate enim nulla aliquet porttitor. Lectus mauris ultrices eros in cursus turpis. Cras adipiscing enim eu turpis egestas pretium aenean pharetra. Eu scelerisque felis imperdiet proin fermentum leo vel orci. In dictum non consectetur a erat nam at lectus urna.

Case Studies Sample #3

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Aliquam eleifend mi in nulla posuere sollicitudin aliquam ultrices sagittis. Non odio euismod lacinia at quis risus sed. Vel elit scelerisque mauris pellentesque pulvinar pellentesque habitant morbi tristique. Consectetur lorem donec massa sapien. Eget nunc scelerisque viverra mauris in aliquam sem. Et malesuada fames ac turpis egestas integer eget. Sit amet est placerat in. Tempus iaculis urna id volutpat. Mattis vulputate enim nulla aliquet porttitor. Lectus mauris ultrices eros in cursus turpis. Cras adipiscing enim eu turpis egestas pretium aenean pharetra. Eu scelerisque felis imperdiet proin fermentum leo vel orci. In dictum non consectetur a erat nam at lectus urna.

Case Studies Sample #1

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Aliquam eleifend mi in nulla posuere sollicitudin aliquam ultrices sagittis. Non odio euismod lacinia at quis risus sed. Vel elit scelerisque mauris pellentesque pulvinar pellentesque habitant morbi tristique. Consectetur lorem donec massa sapien. Eget nunc scelerisque viverra mauris in aliquam sem. Et malesuada fames ac turpis egestas integer eget. Sit amet est placerat in. Tempus iaculis urna id volutpat. Mattis vulputate enim nulla aliquet porttitor. Lectus mauris ultrices eros in cursus turpis. Cras adipiscing enim eu turpis egestas pretium aenean pharetra. Eu scelerisque felis imperdiet proin fermentum leo vel orci. In dictum non consectetur a erat nam at lectus urna.

Section Three of Your Comprehensive Written Retirement Income Plan

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It’s Time for an Analysis of Assets to Beneficiaries

In previous articles, we shared everything you need to know about the very first step in creating a comprehensive written retirement income plan: the Retirement Income Projection. Then, we discussed the second step in your planning, the Income Tax Analysis. If you didn’t get a chance to read those articles yet, you can start here. In this final installment of this series, we give you details about the third step in your comprehensive written retirement income planning: an analysis of assets to beneficiaries.

Having a comprehensive written retirement income plan you can rely on is incredibly important to your financial health in retirement, so let’s dive into this final step.

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Your Comprehensive Written Retirement Income Plan Section 2: Income Tax Analysis

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Income Tax Analysis

Estate Planning Guidance for Those Without Heirs

In three previous articles, we discussed all the details of the very first step in creating a comprehensive written retirement income plan: the Retirement Income Projection. If you didn’t get a chance to read it yet, you can start here. Now, we move on to the second step in your planning, which is the all-important Income Tax Analysis.

Why are we continuing to discuss this topic? Because having a comprehensive written retirement income plan is just that important!

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Your Retirement Income Projection Part 3: Fee Analysis

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Estate Planning Guidance for Those Without Heirs

This article is part three of a three-part series in which we’ll dig deeper into the first aspect of preparing your comprehensive written retirement income plan: the retirement income projection. This series is based on content that originally appeared in our book, Momma’s Secret Recipe for Retirement Success, and you can grab your copy here.

In our last installment, we shared details on the second step in developing your comprehensive written retirement income plan, which is a risk analysis. As a reminder, this series is all about completing the three aspects that make up step one in our four-part process of completing your Retirement Income Projection:

  1. Income analysis
  2. Risk analysis
  3. Fee analysis

In this article, we’ll walk you through the fee analysis step.

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Your Retirement Income Projection Part 2: Risk Analysis

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The Second Step in Your Comprehensive Written Retirement Income Plan

This article is part two of a three-part series in which we’ll dig deeper into the first aspect of preparing your comprehensive written retirement income plan: the retirement income projection. This series is based on content that originally appeared in our book, Momma’s Secret Recipe for Retirement Success, and you can grab your copy here.
In our last installment, we shared details on the very first step in developing your comprehensive written retirement income plan, which is a retirement income analysis. As a reminder, this series is all about completing the three aspects that makeup step one in our four-part process of completing your Retirement Income Projection:

  1. Income analysis
  2. Risk analysis
  3. Fee analysis

In this article, we’ll walk you through the risk analysis step.

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Your Retirement Income Projection Part 1: Income Analysis

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Getting Started on Your Comprehensive Written Retirement Income Plan: Income Analysis

This article is part one of a three-part series in which we’ll dig deeper into the first aspect of preparing your comprehensive written retirement income plan: the retirement income projection. This series is based on content that originally appeared in our book, Momma’s Secret Recipe for Retirement Success, and you can grab your copy here.

We’ve shared before how important it is to have a comprehensive written retirement income plan, and today we’re delving into the details of getting started. Step one in the four-part process is to do a Retirement Income Projection, which consists of three aspects:

  1. Income analysis
  2. Risk analysis
  3. Fee analysis

In this article, we’ll walk you through the income analysis step.

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Why Should Retirees Avoid Volatility?

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Understanding the Impact of Large Portfolio Losses on Your Retirement Security

The following is adapted from our book, Momma’s Secret Recipe for Retirement Success. Get your copy here to read more!
We think 15-years is a long time. If you’re 70, then 15-years could represent your life expectancy. That’s why we did significant research on the S&P 500 Index starting in 1999 and ending in 2013, back when we finished writing the text of one of our books titled Don’t Bet the Farm. Because we work with retirees, we wanted to review what had happened over the previous 15 years in the stock market to prepare for what types of pitfalls may lie ahead in the next 15 years based on normal average life expectancies. There was volatility, and there was growth. But what we ultimately found out was nothing short of astonishing.

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Designing a Retirement Asset Allocation Strategy Part III: Growth

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Designing a Retirement Asset Allocation Strategy Part III: Growth

How to Fill Your Second Bucket in Our ‘3 Bucket Safe Money Approach’

The following article features content adapted from the book Momma’s Secret Recipe for Retirement Success by Dan Ahmad, Jim Files, and Jack Canfield. Get your copy here!

At Peak Financial Freedom Group, we encourage you to get serious about your retirement security. We believe strongly in a comprehensive, written retirement income plan to tie everything about your money together, which we recommend doing with what we call the “3 Bucket Safe Money Approach.” If you’ve been reading our blog for a while now, you’ve seen articles about Bucket #1 and Bucket #2, where you allocate assets to retirement income and liquidity. Now, we’re going to discuss the importance of Bucket #3.

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